Civic Intelligence

Cedar Rapids Sheet Metal Workers Local

990 • Fiscal year 2016 • EIN 42-6498548

Jan 01, 2016 to Dec 31, 2016 • Filed on Oct 19, 2017

150 First Avenue NE No 450Cedar Rapids, IA 52401

(319) 365-2810

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.04x

Higher debt load relative to assets than 55% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Liabilities / Revenue

50th percentile

0.03x

Higher debt load relative to revenue than 50% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Net Margin

21st percentile

-7.7%

Higher net margin than 21% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Top Officer Pay

50th percentile

$0

Higher top officer pay than 50% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Source year 2016

Asset Growth

23rd percentile

-5.4%

Faster asset growth than 23% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Revenue Growth

68th percentile

11%

Faster revenue growth than 68% of similar nonprofits.

2016 filings • 501(c)9 • $5M-$10M nonprofits • Annualized from 2015 to 2016

Assets

Down

$3,621,600

Down $205,990 (-5.4%) from 2015

Net Assets

Down

$3,491,585

Down $245,678 (-6.6%) from 2015

Liabilities

Up

$130,015

Up $39,688 (+44%) from 2015

Revenue

Up

$4,720,817

Up $454,996 (+11%) from 2015

Expenses

Up

$5,082,793

Up $15,726 (+0.3%) from 2015

Net Income

Up

-$361,976

Up $439,270 (+55%) from 2015

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$6.0M$4.0M$2.0M$0Assets 2010: $4,152,560Liabilities 2010: $55,809Net Assets 2010: $4,096,7512010Assets 2011: $4,521,296Liabilities 2011: $41,204Net Assets 2011: $4,480,0922011Assets 2012: $4,767,927Liabilities 2012: $53,909Net Assets 2012: $4,714,0182012Assets 2013: $4,728,224Liabilities 2013: $50,384Net Assets 2013: $4,677,8402013Assets 2014: $4,754,649Liabilities 2014: $97,149Net Assets 2014: $4,657,5002014Assets 2015: $3,827,590Liabilities 2015: $90,327Net Assets 2015: $3,737,2632015Assets 2016: $3,621,600Liabilities 2016: $130,015Net Assets 2016: $3,491,5852016Assets 2017: $3,127,596Liabilities 2017: $131,672Net Assets 2017: $2,995,9242017Assets 2018: $2,530,645Liabilities 2018: $56,463Net Assets 2018: $2,474,1822018Assets 2019: $2,549,524Liabilities 2019: $58,449Net Assets 2019: $2,491,0752019Assets 2020: $2,901,144Liabilities 2020: $58,093Net Assets 2020: $2,843,0512020Assets 2021: $2,915,812Liabilities 2021: $87,931Net Assets 2021: $2,827,8812021Assets 2022: $3,497,398Liabilities 2022: $146,815Net Assets 2022: $3,350,5832022Assets 2023: $4,019,517Liabilities 2023: $63,789Net Assets 2023: $3,955,7282023Assets 2024: $4,951,188Liabilities 2024: $83,862Net Assets 2024: $4,867,3262024

Highlighted filing

2016

Assets$3,621,600
Liabilities$130,015
Net Assets$3,491,585

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$10M$5.0M$0-$5.0MExpenses 2010: $3,022,0702010Expenses 2011: $3,333,4942011Expenses 2012: $3,589,7822012Revenue 2013: $3,765,299Expenses 2013: $3,855,222Net Income 2013: -$89,9232013Revenue 2014: $3,948,209Expenses 2014: $3,998,993Net Income 2014: -$50,7842014Revenue 2015: $4,265,821Expenses 2015: $5,067,067Net Income 2015: -$801,2462015Revenue 2016: $4,720,817Expenses 2016: $5,082,793Net Income 2016: -$361,9762016Revenue 2017: $4,774,776Expenses 2017: $5,282,159Net Income 2017: -$507,3832017Revenue 2018: $4,961,282Expenses 2018: $5,350,614Net Income 2018: -$389,3322018Revenue 2019: $5,372,860Expenses 2019: $5,447,694Net Income 2019: -$74,8342019Revenue 2020: $5,329,578Expenses 2020: $5,028,260Net Income 2020: $301,3182020Revenue 2021: $5,732,588Expenses 2021: $5,788,398Net Income 2021: -$55,8102021Revenue 2022: $6,476,231Expenses 2022: $5,793,381Net Income 2022: $682,8502022Revenue 2023: $7,436,526Expenses 2023: $6,923,905Net Income 2023: $512,6212023Revenue 2024: $8,062,024Expenses 2024: $7,162,192Net Income 2024: $899,8322024

Highlighted filing

2016

Revenue$4,720,817
Expenses$5,082,793
Net Income-$361,976
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Oct 19, 2017
Return Version
2016v3.0
Gross Receipts
$5,516,787
Mission and Program Overview

Mission

To provide health & welfare benefits to eligible members of local 263.

This plan provides health & welfare benefits to its eligible members of local 263.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$3,737,263$3,491,585▼ $245,678
Investments in Publicly Traded Securities$2,615,055$2,700,547▲ $85,492
Savings and Temporary Cash Investments$777,067$485,366▼ $291,701
Accounts Receivable$327,923$387,710▲ $59,787
Prepaid Expenses and Deferred Charges$5,563$5,474▼ $89
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$3,827,590$3,621,600▼ $205,990
Other Assets Total$101,982$42,503▼ $59,479
Liabilities
Accounts Payable and Accrued Expenses$42,542$79,735▲ $37,193
Deferred Revenue$47,785$50,280▲ $2,495
Total Liabilities$90,327$130,015▲ $39,688
Net Assets / Fund Balance
Total Net Assets Fund Balance$3,737,263$3,491,585▼ $245,678
Total Liabilities and Net Assets / Fund Balance$3,827,590$3,621,600▼ $205,990
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jerry HintzChairman
Kevin NeunedorfTrustee
Mark WatsonTrustee
Randy NovakTrustee
Russ JaegerTrustee
Chris HallTrustee - Alternate
Randy SconyersTrustee - Alternate
Scot GeislerTrustee - Alternate
Valerie DeryckeTrustee - Alternate
John IltenSecretary

Highest Paid Contractors

ContractorServicesLocationCompensation
Benefits Management Group INCPlan Administration150 1ST AVE NE STE 450, Cedar Rapids, IA 52401$139,200
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$4,651,570
Investment Income
$69,247
Other Revenue
$0
Change in Net Assets
$-361,976

Audited Revenue Reconciliation

Revenue per Audited Statements
$4,707,830
Revenue Not Reported on Financial Statements
$12,987
Revenue Not Reported on Form 990
$116,298
Total Revenue per Audited Statements
$4,824,128
Total Revenue per Form 990
$4,720,817
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,263,567
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Benefits to Members---$3,819,226
Insurance---$563,004
Fees for Services Other---$450,847
Fees for Services Management---$139,200
Fees for Services Accounting---$29,427
Fees for Service Investment Mgmnt Fees---$12,987
Fees for Services Legal---$12,000
Other Expenses---$2,799
Total Functional Expenses$0$0$0$5,082,793

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$5,082,793
Expenses per Audited Statements$5,069,806
Total Expenses per Audited Statements$5,069,806
Expenses Not Reported on Financial Statements$12,987
Expenses Not Reported on Form 990$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
No
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

A copy of form 990 is circulated to the chairman of the joint board of the funds and to the third party administrator for review and approval. Any questions on the form 990 should be directed to the chairman of the joint board of trustees of the funds or to lwbj, llp.

Form 990, Part VI, Section B, Line 12C

Each trustee signs a conflict of interest policy and is required to report conflicts to an appropriate individual based on their position in the organization. If required, an amended conflict of interest disclosure and statement form may be required to be filed by the trustee.

Form 990, Part VI, Section C, Line 19

The organization provides the governing documents, conflict of interest policy and financial statements to the public upon request.

Filing and Contact Details

Filer

Filer Name
Cedar Rapids Sheet Metal Workers Local
EIN
42-6498548
Phone
3193652810
Address
150 FIRST AVENUE NE NO 450, CEDAR RAPIDS, IA 52401

Signing Officer

Name
Jerry Hintz
Title
Chairman
Phone
3193652810
Signed
2017-10-19
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jerry Hintz
Formed
1992
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
0

Preparer

Firm
Lwbj Llp
Address
4200 UNIVERSITY AVE SUITE 410, WEST DES MOINES, IA 50266
Preparer
Philip J Goldsmith
Phone
5152225680
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

Accounting principles generally accepted in the united states of america require fund management to evaluate tax positions taken by the fund and recognize a tax liability (or asset) if the fund has taken an uncertain position that more likely than not would not be sustained upon examination by the irs. The fund administrator has analyzed the tax positions taken by the fund, and has concluded that as of december 31, 2016 and 2015, there are no uncertain positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.

Raw XML AppendixShowing 400 of 415 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RtnEarnEndowmentIncmOthFndsGrp/BOYAmt03737263
IRS990/RtnEarnEndowmentIncmOthFndsGrp/EOYAmt03491585
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0777067
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0485366
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt012987
IRS990ScheduleD/ExpensesSubtotalAmt05069806
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvestmentExpensesNotIncld2Amt012987
IRS990ScheduleD/InvestmentExpensesNotIncldAmt012987
IRS990ScheduleD/NetUnrealizedGainsInvstAmt0116298
IRS990ScheduleD/RevenueNotReportedAmt0116298
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt012987
IRS990ScheduleD/RevenueSubtotalAmt04707830
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE FUND MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE FUND AND RECOGNIZE A TAX LIABILITY (OR ASSET) IF THE FUND HAS TAKEN AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE IRS. THE FUND ADMINISTRATOR HAS ANALYZED THE TAX POSITIONS TAKEN BY THE FUND, AND HAS CONCLUDED THAT AS OF DECEMBER 31, 2016 AND 2015, THERE ARE NO UNCERTAIN POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalExpensesPerForm990Amt05082793
IRS990ScheduleD/TotalRevenuePerForm990Amt04720817
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt04824128
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt05069806
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF FORM 990 IS CIRCULATED TO THE CHAIRMAN OF THE JOINT BOARD OF THE FUNDS AND TO THE THIRD PARTY ADMINISTRATOR FOR REVIEW AND APPROVAL. ANY QUESTIONS ON THE FORM 990 SHOULD BE DIRECTED TO THE CHAIRMAN OF THE JOINT BOARD OF TRUSTEES OF THE FUNDS OR TO LWBJ, LLP.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH TRUSTEE SIGNS A CONFLICT OF INTEREST POLICY AND IS REQUIRED TO REPORT CONFLICTS TO AN APPROPRIATE INDIVIDUAL BASED ON THEIR POSITION IN THE ORGANIZATION. IF REQUIRED, AN AMENDED CONFLICT OF INTEREST DISCLOSURE AND STATEMENT FORM MAY BE REQUIRED TO BE FILED BY THE TRUSTEE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION PROVIDES THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd00
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt0CLIMATE ENGINEERS INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt1D & S SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt2GIESE SHEET METAL CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt3ILTEN'S INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt4LADCO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt5NOVAK HEATING CO INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt6T & K ROOFING COMPANY INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt7UNIVERSAL CLIMATE CONTROL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt8ZINC HEATING & COOLING
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt9MODERN SHEET METAL INC
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt10THE WALDINGER CORPORATION
IRS990ScheduleR/IdRelatedOrgTxblCorpTrGrp/RelatedOrganizationName/BusinessNameLine1Txt11MESTEK MACHINERY INC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd10
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0LOCAL UNION #263
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingNACd0N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0CEDAR RAPIDS AREA SHEET METAL LU 263 JATC
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt1SHEET METAL WORKERS INTERNATIONAL #263
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0510191312
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN1420519620
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt1501(C)(5)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0UNION APPRENTICESHIP SCHOOL TRAINING
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt1DISPATCH MANPOWER & REPRESENT MEMBERS OF LOCAL 263
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 2
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt1N/A
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0500 66TH AVE SW 3
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt11211 WILEY BLVD SW
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm1CEDAR RAPIDS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd1IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052404
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd152404
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt03827590
IRS990/TotalAssetsEOYAmt03621600
IRS990/TotalAssetsGrp/BOYAmt03827590
IRS990/TotalAssetsGrp/EOYAmt03621600
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/TotalAmt05082793
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt090327
IRS990/TotalLiabilitiesEOYAmt0130015
IRS990/TotalLiabilitiesGrp/BOYAmt090327
IRS990/TotalLiabilitiesGrp/EOYAmt0130015
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt03737263
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt03491585
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceRevenueAmt04651570
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt085124
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt04635693
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt04720817
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt03827590
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt03621600
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0150 FIRST AVE NE STE 450
IRS990/USAddress/CityNm0CEDAR RAPIDS
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052401
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JERRY HINTZ
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIRMAN
ReturnHeader/BusinessOfficerGrp/PhoneNum03193652810
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CEDAR RAPIDS SHEET METAL WORKERS LOCAL
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0263 HEALTH & WELFARE FUND
ReturnHeader/Filer/BusinessNameControlTxt0CEDA
ReturnHeader/Filer/EIN0426498548
ReturnHeader/Filer/PhoneNum03193652810
ReturnHeader/Filer/USAddress/AddressLine1Txt0150 FIRST AVENUE NE NO 450
ReturnHeader/Filer/USAddress/CityNm0CEDAR RAPIDS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052401
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0F7EF90A5636F9A3260C29C5B055A8BA45EC5637B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId06430927A0CE4AE453C2C47ADBED8A5B951F9668F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt064.88.174.3
ReturnHeader/FilingSecurityInformation/IPDt02017-10-19

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.95$0.08$4.87$8.06$7.16$0.90
2023Detailed filing. Detailed filing data is available for this year.$4.02$0.06$3.96$7.44$6.92$0.51
2022Detailed filing. Detailed filing data is available for this year.$3.50$0.15$3.35$6.48$5.79$0.68
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.09$2.83$5.73$5.79$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.90$0.06$2.84$5.33$5.03$0.30
2019Detailed filing. Detailed filing data is available for this year.$2.55$0.06$2.49$5.37$5.45$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.53$0.06$2.47$4.96$5.35$0.39
2017Detailed filing. Detailed filing data is available for this year.$3.13$0.13$3.00$4.77$5.28$0.51
2016Detailed filing. Detailed filing data is available for this year.$3.62$0.13$3.49$4.72$5.08$0.36
2015Detailed filing. Detailed filing data is available for this year.$3.83$0.09$3.74$4.27$5.07$0.80
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.10$4.66$3.95$4.00$0.05
2013Detailed filing. Detailed filing data is available for this year.$4.73$0.05$4.68$3.77$3.86$0.09
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.77$0.05$4.71$3.59
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.52$0.04$4.48$3.33
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$0.06$4.10$3.02